Wealth Planning Expert Opportunity

1 month ago


Whiteley, Hampshire, United Kingdom OneDome Full time

Role Overview

We are seeking an experienced Financial Consultant to join our team at Contractor Wealth. As a key member of our wealth planning practice, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community.

Key Responsibilities:

  • Develop and maintain relationships with clients to identify their financial needs and goals.
  • Provide comprehensive financial advice and guidance to clients.
  • Stay up-to-date with financial products and legislation to ensure expert knowledge.
  • Collaborate with internal teams to deliver exceptional client experiences.

What We Offer:

  • A competitive salary starting at around £35,000+ per annum, depending on experience, plus bonus opportunities.
  • A hybrid working arrangement, with a mix of office and remote work.
  • Income protection and life insurance benefits.
  • A salary sacrifice scheme, including Cycle2Work and pension options.


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